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| 1 | +# MarkLogic Docker Build System (Copilot + Contributor Guidance) |
| 2 | + |
| 3 | +This file is optimized for day-to-day contributor workflow and for GitHub Copilot context. |
| 4 | +If you are using Copilot/AI to modify this repo, follow the **How Copilot Should Work** rules first. |
| 5 | + |
| 6 | +## How Copilot Should Work |
| 7 | + |
| 8 | +- Prefer the `Makefile` targets over ad-hoc commands (build/test/lint/scan). |
| 9 | +- Keep changes minimal and aligned with existing patterns; avoid refactors unless requested. |
| 10 | +- Treat these as **sources of truth**: |
| 11 | + - Build behavior: `Makefile` and `dockerFiles/*` |
| 12 | + - Runtime behavior: `src/scripts/start-marklogic*.sh` |
| 13 | + - Test expectations: `test/docker-tests.robot`, `test/structure-test.yaml`, `test/keywords.resource` |
| 14 | + - User documentation: `README.md`, `docker-compose/*.yaml` |
| 15 | +- When changing behavior (env vars, logs, endpoints, defaults), update the relevant tests and docs in the same PR. |
| 16 | +- Do not introduce new build systems, new base images, or extra “nice-to-have” tooling without an explicit request. |
| 17 | +- Security rules: |
| 18 | + - Never print secrets/credentials to logs. |
| 19 | + - Prefer Docker secrets (`/run/secrets/*`) over env vars for credentials. |
| 20 | + - Avoid adding packages unless required; vulnerability surface is tightly managed. |
| 21 | + |
| 22 | +## Change Checklist (Common Work) |
| 23 | + |
| 24 | +- **Startup scripts (`src/scripts/*.sh`)** |
| 25 | + - Preserve existing log phrasing unless you also update Robot tests that match logs. |
| 26 | + - Preserve the root vs rootless behavioral differences (sudo usage, config write mode, converter install). |
| 27 | +- **Dockerfile templates (`dockerFiles/*`)** |
| 28 | + - Keep the multi-stage + flattened final stage pattern (`COPY --from=builder / /`). |
| 29 | + - Keep ownership/permissions correct for rootless (`marklogic_user:users`, UID 1000). |
| 30 | + - If you add/remove files, update `test/structure-test.yaml` accordingly. |
| 31 | +- **Env vars / secrets** |
| 32 | + - Keep naming consistent across `README.md`, `docker-compose/*.yaml`, Dockerfiles, and tests. |
| 33 | + - Canonical secret targets: `mldb_admin_username`, `mldb_admin_password`, `mldb_wallet_password`. |
| 34 | +- **Tests** |
| 35 | + - Add/adjust Robot assertions when behavior or logs change. |
| 36 | + - Use the `long_running` tag for slow/integration-heavy tests. |
| 37 | + |
| 38 | +## Local Development Notes |
| 39 | + |
| 40 | +- Use `make lint` to run ShellCheck + Hadolint. |
| 41 | +- Use `make test` for `structure-test` + Robot tests. |
| 42 | +- This repo builds images for `linux/amd64` by default. |
| 43 | +- macOS note: `make structure-test` uses GNU-style `sed -i` (GNU sed syntax); on macOS you may need GNU sed (`gsed`) or run the build/test in a Linux container/VM. |
| 44 | + |
| 45 | +## Project Overview |
| 46 | + |
| 47 | +This repository builds and maintains Docker images for **MarkLogic Server**, a multi-model NoSQL database. The project supports multiple base images (UBI8/UBI9) with both root and rootless variants, includes security hardening via OpenSCAP, and supports FIPS-enabled configurations. |
| 48 | + |
| 49 | +**Key directories:** |
| 50 | +- `dockerFiles/` - Dockerfile templates for different image variants |
| 51 | +- `src/scripts/` - Container initialization scripts (`start-marklogic.sh`, `start-marklogic-rootless.sh`) |
| 52 | +- `test/` - Robot Framework test suite for container validation |
| 53 | +- `docker-compose/` - Example cluster configurations |
| 54 | + |
| 55 | +## Build Architecture |
| 56 | + |
| 57 | +### Multi-Stage Build Process |
| 58 | + |
| 59 | +Images are built in two stages to reduce final image size: |
| 60 | +1. **Builder stage**: Installs MarkLogic RPM, creates system user, adds TINI init system |
| 61 | +2. **Final stage**: Copies from builder, flattens layers, removes unnecessary packages |
| 62 | + |
| 63 | +**Image variants** (controlled by `docker_image_type` parameter): |
| 64 | +- `ubi` / `ubi9` - Root images on RedHat Universal Base Image |
| 65 | +- `ubi-rootless` / `ubi9-rootless` - Hardened rootless images (user `marklogic_user:1000`) |
| 66 | + |
| 67 | +### Build Commands |
| 68 | + |
| 69 | +Use the `Makefile` for all build operations: |
| 70 | + |
| 71 | +```bash |
| 72 | +# Build image (specify RPM package and image type) |
| 73 | +make build docker_image_type=ubi9-rootless package=MarkLogic-11.3.nightly-rhel9.x86_64.rpm dockerTag=my-tag |
| 74 | + |
| 75 | +# Run structure tests |
| 76 | +make structure-test docker_image_type=ubi9-rootless dockerTag=my-tag |
| 77 | + |
| 78 | +# Run Robot Framework tests |
| 79 | +make docker-tests docker_image_type=ubi9-rootless dockerTag=my-tag |
| 80 | + |
| 81 | +# Run specific tests only |
| 82 | +make docker-tests DOCKER_TEST_LIST="Smoke Test,Initialized MarkLogic container" |
| 83 | + |
| 84 | +# Security scanning with Grype |
| 85 | +make scan docker_image_type=ubi9-rootless dockerTag=my-tag |
| 86 | + |
| 87 | +# SCAP hardening validation |
| 88 | +make scap-scan docker_image_type=ubi9-rootless dockerTag=my-tag |
| 89 | + |
| 90 | +# Lint Dockerfiles and shell scripts |
| 91 | +make lint |
| 92 | +``` |
| 93 | + |
| 94 | +**Important:** Rootless images automatically apply OpenSCAP CIS hardening scripts during build. The build downloads `scap-security-guide-${open_scap_version}.zip` and extracts the appropriate remediation script for the OS version. |
| 95 | + |
| 96 | +## Container Initialization Logic |
| 97 | + |
| 98 | +The entrypoint scripts (`start-marklogic.sh` for root, `start-marklogic-rootless.sh` for rootless) handle: |
| 99 | + |
| 100 | +1. **Configuration management**: Writes environment variables to `/etc/marklogic.conf` |
| 101 | +2. **Credential extraction**: Reads admin credentials from Docker secrets or env vars |
| 102 | +3. **Server initialization**: Calls MarkLogic REST APIs to initialize security database |
| 103 | +4. **Cluster joining**: Uses bootstrap host to join existing clusters (HTTP or HTTPS) |
| 104 | +5. **Health checks**: Polls `/7997/LATEST/healthcheck` endpoint until ready |
| 105 | + |
| 106 | +### Key Environment Variables |
| 107 | + |
| 108 | +| Variable | Purpose | Notes | |
| 109 | +|----------|---------|-------| |
| 110 | +| `MARKLOGIC_INIT` | Initialize server with admin credentials | Must be `true` for automated setup | |
| 111 | +| `MARKLOGIC_JOIN_CLUSTER` | Join existing cluster via bootstrap host | Requires `MARKLOGIC_BOOTSTRAP_HOST` | |
| 112 | +| `MARKLOGIC_BOOTSTRAP_HOST` | Hostname of cluster bootstrap node | Defaults to `bootstrap` | |
| 113 | +| `MARKLOGIC_JOIN_TLS_ENABLED` | Use HTTPS for cluster join | Requires `MARKLOGIC_JOIN_CACERT_FILE` secret | |
| 114 | +| `OVERWRITE_ML_CONF` | Rewrite `/etc/marklogic.conf` | Always `true` for rootless images | |
| 115 | +| `INSTALL_CONVERTERS` | Install MarkLogic Converters package | Uses `/converters.rpm` | |
| 116 | + |
| 117 | +**Secrets precedence**: Docker secrets (files in `/run/secrets/`) are preferred over environment variables for credentials. |
| 118 | + |
| 119 | +## Testing Strategy |
| 120 | + |
| 121 | +### Robot Framework Tests (`test/docker-tests.robot`) |
| 122 | + |
| 123 | +Tests use Robot Framework with Docker and HTTP libraries. Each test case creates containers, validates behavior, and tears down. |
| 124 | + |
| 125 | +**Test execution patterns:** |
| 126 | +- Tests tagged `long_running` are excluded by default (use `DOCKER_TEST_LIST` to include) |
| 127 | +- All tests create uniquely named containers based on test case name (spaces removed) |
| 128 | +- Verification uses Docker logs pattern matching and HTTP endpoint checks |
| 129 | + |
| 130 | +**Common test patterns:** |
| 131 | +```robotframework |
| 132 | +Create container with -e MARKLOGIC_INIT=true -e MARKLOGIC_ADMIN_USERNAME=admin |
| 133 | +Docker log should contain *MARKLOGIC_INIT is true, initializing* |
| 134 | +Verify response for authenticated request with 8001 *No license key* |
| 135 | +[Teardown] Delete container |
| 136 | +``` |
| 137 | + |
| 138 | +### Structure Tests |
| 139 | + |
| 140 | +Container Structure Tests validate: |
| 141 | +- File existence and permissions |
| 142 | +- Metadata labels (version, build branch) |
| 143 | +- Command availability |
| 144 | +- Environment variables |
| 145 | + |
| 146 | +Template: `test/structure-test.yaml` (placeholders replaced during `make structure-test`) |
| 147 | + |
| 148 | +## Clustering Patterns |
| 149 | + |
| 150 | +**Bootstrap node** initialization: |
| 151 | +```yaml |
| 152 | +environment: |
| 153 | + - MARKLOGIC_INIT=true |
| 154 | + - MARKLOGIC_ADMIN_USERNAME_FILE=mldb_admin_username |
| 155 | +``` |
| 156 | +
|
| 157 | +**Additional nodes** joining cluster: |
| 158 | +```yaml |
| 159 | +environment: |
| 160 | + - MARKLOGIC_INIT=true |
| 161 | + - MARKLOGIC_ADMIN_USERNAME_FILE=mldb_admin_username |
| 162 | + - MARKLOGIC_JOIN_CLUSTER=true |
| 163 | + - MARKLOGIC_BOOTSTRAP_HOST=bootstrap_3n |
| 164 | + - MARKLOGIC_GROUP=dnode # Optional: join specific group |
| 165 | +``` |
| 166 | +
|
| 167 | +**TLS-enabled joining** (requires CA certificate as secret): |
| 168 | +```yaml |
| 169 | +environment: |
| 170 | + - MARKLOGIC_JOIN_TLS_ENABLED=true |
| 171 | + - MARKLOGIC_JOIN_CACERT_FILE=certificate.cer |
| 172 | +secrets: |
| 173 | + - source: certificate.cer |
| 174 | + target: certificate.cer |
| 175 | +``` |
| 176 | +
|
| 177 | +## Critical Implementation Details |
| 178 | +
|
| 179 | +### Rootless vs Root Differences |
| 180 | +
|
| 181 | +| Aspect | Root Image | Rootless Image | |
| 182 | +|--------|-----------|----------------| |
| 183 | +| User | `marklogic_user` (UID 1000) | Same | |
| 184 | +| PID file | `/var/run/MarkLogic.pid` | `/home/marklogic_user/MarkLogic.pid` | |
| 185 | +| Config overwrite | Controlled by `OVERWRITE_ML_CONF` | Always appends to config | |
| 186 | +| Hardening | None | OpenSCAP CIS remediation applied | |
| 187 | +| Privileges | Requires `sudo` for service start | Uses `start-marklogic.sh` directly | |
| 188 | + |
| 189 | +### Startup Script Retry Logic |
| 190 | + |
| 191 | +- `N_RETRY=15` attempts with `RETRY_INTERVAL=10` seconds for critical operations |
| 192 | +- `CURL_TIMEOUT=300` seconds for individual HTTP requests |
| 193 | +- **Non-idempotent endpoint**: `/admin/v1/instance-admin` called exactly once (no retries) |
| 194 | +- `restart_check()` function polls `/admin/v1/timestamp` to detect server restarts |
| 195 | + |
| 196 | +### Dockerfile Conventions |
| 197 | + |
| 198 | +- Base images always use `ARG BASE_IMAGE` with defaults |
| 199 | +- Multi-stage builds flatten layers using `COPY --from=builder / /` |
| 200 | +- Security hardening: Removes packages with known vulnerabilities in final stage |
| 201 | +- TINI init system (`/tini`) serves as PID 1 to handle zombie processes |
| 202 | +- Volume mounted at `/var/opt/MarkLogic` for persistent data |
| 203 | + |
| 204 | +## Common Pitfalls |
| 205 | + |
| 206 | +1. **Rejoining clusters**: Nodes that previously left a cluster may fail to rejoin (known limitation) |
| 207 | +2. **Leave button**: Admin UI "leave" may not work; use Management API instead |
| 208 | +3. **Timezone**: Containers default to UTC unless `TZ` environment variable is set |
| 209 | +4. **HugePages**: Container allocates up to 3/8 of memory limit as HugePages by default (override with `ML_HUGEPAGES_TOTAL`) |
| 210 | +5. **Upgrade process**: Must update file ownership to `1000:100` (`marklogic_user:users`) when upgrading to rootless images |
| 211 | + |
| 212 | +## CI/CD Pipeline (Jenkinsfile) |
| 213 | + |
| 214 | +The pipeline supports: |
| 215 | +- Pull request validation (draft checks, review state validation) |
| 216 | +- Scheduled vulnerability scans (emails to security team) |
| 217 | +- Multi-architecture builds (currently `linux/amd64` only) |
| 218 | +- Jira ticket extraction from branch names (pattern: `MLE-\d{3,6}`) |
| 219 | +- Image publishing to Artifactory and Azure Container Registry |
| 220 | + |
| 221 | +**Pipeline stages:** Checkout → Lint → Build → Structure Test → Docker Tests → Scan → Publish |
| 222 | + |
| 223 | +## Contributing Notes |
| 224 | + |
| 225 | +- PRs are used for inspiration but not merged directly (see `CONTRIBUTING.md`) |
| 226 | +- Always create an issue before starting significant work |
| 227 | +- Tests must be added/updated for new features |
| 228 | +- Linting must pass: `hadolint` for Dockerfiles, `shellcheck` for scripts |
| 229 | +- Security scan reports reviewed before merging |
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